Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JEPI)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-47.4K- 57.49% |
$2.66M - $2.83M
|
35.1K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-173K- 49.58% |
$9.71M - $10.3M
|
176K
$9.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.48K- 6.18% |
$83.4K - $88.6K
|
22.5K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
53.2K+ 282.09% |
$2.99M - $3.18M
|
72.1K
$4.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
89K+ 19.56% |
$5M - $5.32M
|
544K
$30.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
3.06K+ 9.61% |
$172K - $183K
|
34.9K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-670- 4.47% |
$37.6K - $40K
|
14.3K
$813K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
902+ 13.89% |
$50.7K - $53.9K
|
7.4K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.16KNew |
$65.1K - $69.2K
|
1.16K
$65.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.45K+ 2.71% |
$81.4K - $86.5K
|
54.9K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-17.3K- 64.32% |
$971K - $1.03M
|
9.59K
$544K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.04K+ 1.22% |
$58.5K - $62.2K
|
86.2K
$4.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.19K+ 5.42% |
$66.6K - $70.8K
|
23.1K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
174+ 4.79% |
$9.77K - $10.4K
|
3.81K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
77.3K+ 14585.47% |
$4.34M - $4.62M
|
77.8K
$4.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-20.8K- 50.65% |
$1.17M - $1.24M
|
20.3K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500+ 1.49% |
$28.1K - $29.9K
|
34.2K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.04K+ 26.76% |
$171K - $181K
|
14.4K
$816K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.14K+ 8.14% |
$63.8K - $67.8K
|
15.1K
$854K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.78K- 9.84% |
$156K - $166K
|
25.4K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
780New |
$43.8K - $46.6K
|
780
$44.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.44KNew |
$474K - $504K
|
8.44K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13.3K- 40.69% |
$745K - $792K
|
19.3K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.6K+ 32.44% |
$594K - $631K
|
43.2K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
173K+ 90.87% |
$9.7M - $10.3M
|
363K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
57+ 1.4% |
$3.2K - $3.4K
|
4.14K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-675- 4.31% |
$37.9K - $40.3K
|
15K
$850K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.91K- 8.45% |
$501K - $532K
|
96.6K
$5.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.97K- 5.63% |
$110K - $117K
|
32.9K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2.93K- 8.43% |
$165K - $175K
|
31.8K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.94K+ 2.86% |
$109K - $116K
|
69.8K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.53K+ 1.6% |
$142K - $151K
|
160K
$9.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.25KNew |
$238K - $253K
|
4.25K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70.5KNew |
$3.96M - $4.21M
|
70.5K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
134K+ 178.29% |
$7.52M - $7.99M
|
209K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7KNew |
$393K - $418K
|
7K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
18KNew |
$1.01M - $1.08M
|
18K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-145K- 18.2% |
$8.14M - $8.65M
|
651K
$36.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.25KNew |
$126K - $134K
|
2.25K
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
350+ 8.23% |
$19.7K - $20.9K
|
4.61K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
900+ 13.96% |
$50.6K - $53.7K
|
7.35K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
102K+ 124.21% |
$5.76M - $6.12M
|
185K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
300New |
$16.9K - $17.9K
|
300
$17K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.86K+ 1.16% |
$105K - $111K
|
162K
$9.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.95K+ 4.32% |
$278K - $295K
|
119K
$6.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-908- 8.8% |
$51K - $54.2K
|
9.41K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.42K+ 5.49% |
$136K - $144K
|
46.4K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139K+ 332.66% |
$7.82M - $8.31M
|
181K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-1.36K- 21.62% |
$76.4K - $81.3K
|
4.94K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 12.31% |
$1.12M - $1.19M
|
142K
$8.02M
|